Strategic Tax Leader ‑Net‑Worth & Private Clients; Hybrid Job San Diego area,California USA,Accounting

Position: Strategic Tax Leader for High‑Net‑Worth & Private Clients (Hybrid)

Senior Tax Manager

Company: Boutique CPA Firm

Compensation: $150,000 - $200,000 + discretionary bonus

Location: Hybrid / Remote (San Diego, CA)

Overview

A boutique CPA firm is seeking an experienced tax professional to join its growing practice. This opportunity is ideal for someone who enjoys working directly with business owners and high-net-worth individuals, providing both tax compliance and strategic advisory services.

The ideal candidate brings strong technical tax expertise, a client-service mindset, and the ability to independently manage complex engagements while contributing to the growth of the practice.

Key Responsibilities

• Manage a portfolio of individual and business tax clients from planning through filing

• Prepare and review federal and multi-state tax returns

• Advise clients on tax planning, business transactions, and wealth preservation strategies

• Research technical tax matters and develop practical solutions

• Identify tax planning opportunities and provide proactive recommendations

• Build and maintain strong client relationships through consultative service

• Support process improvements, technology initiatives, and operational efficiencies

• Mentor and develop junior team members

Minimum Qualifications

• Active CPA license required

• 8+ years of public accounting tax experience

• Experience with individual, partnership, S-corporation, and corporate tax returns

• Strong knowledge of complex tax matters and multi-state filings

• Ability to independently manage client relationships and engagements

• Excellent communication and problem-solving skills

Preferred Qualifications

• Experience working with closely held businesses and high-net-worth clients

• Exposure to estate, trust, or wealth transfer planning

• Tax advisory and strategic planning experience

• Experience mentoring or reviewing staff work

• Interest in technology, automation, and process improvement

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer:
Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied.

Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.